Data / Investment advisers / California / Wilshire
Wilshire, Santa Monica, CA: $149 billion AUM, SEC registered investment adviser
Wilshire is an SEC registered investment adviser with its main office in Santa Monica, California and reports $149 billion in regulatory assets under management in its Form ADV filed October 30, 2026. Its clients include other investment advisers, pooled investment vehicles and pension and profit sharing plans. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 97 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 6210
- SEC file number
- 801-36233
- SEC status
- Approved, effective March 16, 1990
- Legal name
- Wilshire Advisors LLC
- Main office
- 1299 Ocean Avenue Suite 600, Santa Monica, CA 90401
- Phone
- (310) 451-3051
- Regulatory AUM
- $149,102,543,671 in the Form ADV filed October 30, 2026
- Discretionary AUM
- $148,243,494,931
- Non discretionary AUM
- $859,048,740
- Accounts
- 650,319
- Employees
- 307, of which 86 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees, other fees
- Private funds
- 97: 58 private equity funds, 39 hedge funds
- Gross assets of private funds
- $42,068,183,798
- Other offices
- 5
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions, other federal, state or foreign regulatory actions
- Latest Form ADV filing
- October 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 662,119 | $92.38 billion |
| Pooled investment vehicles | 101 | $41.58 billion |
| Pension and profit sharing plans | 94,431 | $8.51 billion |
| Investment companies | 4 | $1.84 billion |
| State or municipal government entities | 29 | $1.51 billion |
| Charitable organizations | 19 | $498.6 million |
| Sovereign wealth funds and foreign official institutions | 5 | $49.2 million |
| Corporations or other businesses | Fewer than 5 | $12,348 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $149.10 billion | March 31, 2026 |
| December 1, 2025 | $99.10 billion | August 25, 2025 |
Other advisers in Santa Monica
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Clearlake Capital Group, L.P. | Santa Monica | $83.56 billion | 93 | adviserinfo.sec.gov |
| Beach Point Capital Management LP | Santa Monica | $29.77 billion | 43 | adviserinfo.sec.gov |
| Main Street Advisors | Santa Monica | $9.65 billion | 6 | adviserinfo.sec.gov |
| Quid Capital Group Holdings, LLC | Santa Monica | $7.76 billion | 36 | adviserinfo.sec.gov |
| Angeles Investment Advisors | Santa Monica | $7.27 billion | 17 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Santa Monica, CA
- Investment advisers in California
- Advisers with Over $100 billion in AUM
- Advisers serving other investment advisers
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Wilshire on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.